Explore your organisation

Team/Org › Overview shows every skill in your organisation at a glance, Departments shows what each group brings, and Members shows everyone, including the org chart. Use them to get to know a new team, find a mentor or understand who reports to whom.

How it works

Three pages under Team/Org help you understand your organisation, each from a different angle:

• Overview shows every skill category in your organisation as a chart. You see which skills are common, how strong they are, and who has them.
• Departments shows each department with its members and its top skills.
• Members shows everyone as a grid, a list or an org chart (Hierarchy).

All three use the same filters, so you can look at one department, location or tag at a time. Levels use the colours of the skill scale: black for Expert, green for Intermediate and yellow for Beginner. See Rate your skills for what the levels mean.

These pages are for browsing and getting to know people. To look up one skill or person, use the search bar. To staff work by skills and availability, use Discover.

Steps

Browse the skills in Overview

1. Open Overview. Click Team/Org in the top menu, then Overview. Each skill category, such as Technical skills or Soft Skills, has its own card.
2. Choose what to look at. All Skills shows the skills people have added themselves. Manager validated shows competences and badges that managers have validated.
3. Filter the view. Click Filter to narrow it to departments, locations, tags, managers, job titles or internal and external members. Type in the search box to find a skill within the cards.
4. Read a card. In categories rated on the skill scale, each skill has a bar split into black, green and yellow, with the number of people next to it. Other categories show bubbles. Choose Top 10, Top 20 or All at the top of a card to see more skills.
5. Open a category in full. Click View on a card to fill the screen with it. Here you can sort by level, switch between the chart and the goals people are working towards, and flip the card to see the numbers as a table. Click the arrow next to the category name, or press Esc, to go back.

Team/Org › Overview.

6. See who has a skill. Click a skill, or one coloured part of its bar, to open the list of people with that skill and level, and where they are based. Click View profile to open a profile, or View Insights for the skill's full page.

For example, if you have just joined the IT department and want a mentor who knows Java, find Java in Technical skills, click the black part of its bar to see the experts, and filter by your location.

Get to know a department

7. Open Departments. Click Team/Org › Departments. Each department shows its members and its Top 10 skills per category, so you can see what makes each group different.

Follow the reporting lines

8. Open Members. Click Team/Org › Members. The grid shows everyone, with tabs for Internal and External members and their numbers. Sort by Name, Job Title, Last Skill/Cert Updates or Total Skills, and use Filter as above.
9. Switch to the org chart. Change the view from Grid to Hierarchy. Zoom in and out to follow the reporting lines.
10. Change what the chart shows. In the panel at the bottom, Titles lets you label people by Name or Title, and Connections lets you group them by Manager or Department.
11. Click a face. You see the person's job title, their top Job Focus skills and their email address. Click View profile for the full profile.

Tips

• Start with Overview on day one. It is the quickest way to understand what your organisation is good at.
• Look at experts and intermediates together. Together they show who can do the work today. Beginners show where skills are growing.
• Use tags for groups that cut across departments, such as a client or a community. Owners and Admins create them; see Use tags to group and filter data.
• Reporting line wrong? An Admin corrects it in Team/Org › Settings › Manage Members, or in your HR system if it is synced. See Set up and use the org chart.

Troubleshooting